Chinese competition
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 20, 2024 by Molly Alter · across every show →
Everything said about Chinese competition, oldest first
Sep 20, 2024 bullish
Alter: Declining birth rates and onshoring will drive software-for-hardware investment
“You have things like global onshoring, declining birth rates, which has more of an impact than you would think. And the threat of Chinese competition as well. These factors have lit a fire underneath manufacturing teams to push themselves on efficiency. And so…”